Changes in Hong Kong stocks | Biomedical stocks all rose, 10 departments issued the Pharmaceutical 15th Five-Year Plan, and agencies are optimistic about the pharmaceutical welcome “Claude” moment

The Zhitong Finance App learned that biomedical stocks were all higher. As of press release, Jietai Technology-P (07666) rose 13.65% to HK$17.65; Zhaoyan Pharmaceutical (06127) rose 12.14% to HK$25.86; Heplatinum Pharmaceutical-B (02142) rose 9.76% to HK$13.92; Goli Pharmaceutical-B (01672) rose 8.9% to HK$8.87; Zaiding Pharmaceuticals (09688) rose 4.77% to HK$20.64.

According to the news, 10 departments including the Ministry of Industry and Information Technology jointly released the “15th Five-Year Plan” for the development of the pharmaceutical industry, proposing development goals by 2030: biomedical R&D and application to stay at the forefront of the world, innovation-driven efficiency is fully released, key core technologies have achieved systematic breakthroughs in key areas, and the biomedical industry has accelerated to become an emerging pillar industry in the country. Specifically, the innovative drug industry is growing at an average annual rate of more than 20%, and the number of varieties with global annual sales exceeding 1 billion US dollars has reached 5 or more.

It is worth mentioning that recently there have been frequent catalysts in the field of AI pharmaceuticals. Novo Nordisk announced a partnership with Anthropic, Kingsley announced a partnership with Eli Lilly, and the AI pharmaceutical platform owned by ByteDance has also made financing moves. Zheshang Securities said that in the short term, high-frequency iteration will bring about a blowout in demand at the verification stage, but in the long run, high-speed iteration may bring about an improvement and generalization of platform capabilities. Discovery platform capabilities that can be continuously iterated will improve or become the core of the industry, and Claude in the pharmaceutical industry may arrive.